Earnings numbers from some of these companies were surprising on the positive side. |
Moreover, they face no foreign competition. |
There is nothing cheap in the market now, but a long-term investor can still get an average of 12 to 13 percent return over a three-year period. |
There is pricing power for cement makers and it could improve their profitability. |
Valuations are not cheap, that's what worries me. But it probably will get more expensive before it gets cheaper. |
We intend to break language barriers. |
Within India, genuinely, Indian businessmen are so positive in terms of body language. No one sees any kind of concern. The big thing is that they are so confident. |